Collin Porter

I am open to offering professional services or freelance work in the equity compensation field, including program administration, compliance support, and employee education. My goal is to help organizations manage their equity programs effectively while leveraging my experience.

Registered Representative / Stock Plan Team Lead 

Morgan Stanley — Workforce Services Group

2013 – Present

• Provide support to domestic and international clients regarding equity compensation plans, including RSUs, stock options, and employee stock purchase plans (ESPP).
• Guide clients through trade execution, disbursement options, and account documentation requirements while maintaining strict compliance with firm policies.
• Serve as a Team Lead within the Stock Plan Services group, providing guidance and support to colleagues on complex client cases and operational procedures.
• Assist team members with resolving escalated client issues and navigating internal systems related to stock plan transactions.
• Collaborate with internal departments including operations, trading, and compliance to resolve time-sensitive client matters.
• Educate clients on available financial products and refer appropriate advisory services when applicable.
• Maintain strong client satisfaction while managing high-volume service interactions.

Brigham Young University–Idaho

Business Management